Good old summer time is upon us. In Canada, the May 24 long weekend signals the start of the traditional Canadian summer season. Having spent the weekend at the cottage, I was thinking of this morning’s blog posting. While I […]
Many people await the words of professional advisors for advice to direct our financial decisions. What we may not appreciate is the great source of advice that has been available all along, much closer to home. That would, of course, […]
I was delighted to see the response we received for our recent blog post entitled “Starting Your New Financial Life Together.” Thank you. It seems to be a popular subject for many so we have decided to continue on that financial […]
There is a silent and swift shift in the way we have embraced cash in our society. In fact, Canadians are one of the leading societies in this movement. There are people who have said farewell to their wallets and […]
In the news, there seems to be an ever more frequent reference to the increasing level of personal debt carried by Canadians and the perils of rising interest rates that may leave many in financial difficulty. The reality is debt […]
Marriage or deciding to live together introduces changes in a new couple’s financial situation that will affect all aspects of their life together. I have had this discussion many times with newly engaged, married or cohabitating couples. This type of […]
If prospective clients want to talk about what the market is doing every hour, then we may not be the financial planning firm for them. There is something way more important to start the conversation with. We want to talk […]
I was sitting watching the rain outside the other day in the middle of what is usually a cold and snowy February day. As usual, I started to think ahead to a welcome spring. I also reflected on how busy […]
RRSP season has supposedly arrived. It arrives every year for the first 60 days of the year thanks to the commercial endorsement of our Financial Institutions. Canadians are inundated with articles, broadcasts and ads offering advice on how to manage […]
There seems to be more and more commercials popping up featuring grey-haired models taking part in activities such as sitting in outdoor bathtubs, frolicking at cottages, or simply gazing deeply into each other’s eyes with a joy that one is […]









